Services

SAVINGS

Investing for the future is a big decision. Whether you have received a bonus, inheritance or sold an asset, you'll want to see that money grow. Tracy Beirne Financial Services will guide you through the investment process.

PENSION

A personal pension plan is a private pension policy that is managed for you by a life assurance company or investment firm. Anyone who earns an income but who can’t join an employer plan or who is self-employed can start up one of these plans.

LIFE INSURANCE

Life insurance can protect the financial security of the people you love. When it comes to considering life insurance as an investment, you’ve probably heard the adage, “Buy term and invest the difference.”

Income Protection

Income Protection is different from Redundancy cover, as it covers you against an accident or ill health, rather than against losing your job and distinct from Critical Illness as it pays you an income rather than a lump sum.

Investment

Investing for the future is a big decision. Whether you have received a bonus, inheritance or sold an asset, you’ll want to see that money grow. Tracy Beirne Financial Services will guide you through the investment process, analysing your current situation.

Financial Planning

Financial Planning is important to achieve goals in life, it is also important because nobody knows what life will put in front of you. However one thing is certain however, without a financial plan the quality & security of your income and lifestyle are at risk.